Q4 2020 Holdings
Filed 2021-02-16 | 12 holdings | $481.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| FB US Equity(META) | CL A | 30303M102 | $73.9K | 270,669 | 15.4% |
| Googl UW Equity(GOOGL) | CAP STK CL A | 02079K305 | $62.0K | 35,356 | 12.9% |
| USB US Equity(USB) | COM NEW | 902973304 | $59.0K | 1,265,700 | 12.3% |
| Anet US Equity(ANETEUR) | COM | 040413106 | $53.7K | 184,700 | 11.2% |
| NVR US Equity(NVR) | COM | 62944T105 | $49.6K | 12,165 | 10.3% |
| BRK/B US Equity(BRK/B) | CL B NEW | 084670702 | $48.0K | 206,892 | 10.0% |
| MMM US Equity(MMM) | COM | 88579Y101 | $33.8K | 193,545 | 7.0% |
| WFC US Equity(WFC) | COM | 949746101 | $33.5K | 1,111,300 | 7.0% |
| Msft US Equity(MSFT) | COM | 594918104 | $31.8K | 143,079 | 6.6% |
| KHC US Equity(KHC)Call | COM | 500754106 | $30.0K | 865,000 | 6.2% |
| Rlgy US Equity | COM | 75605Y106 | $3.6K | 276,975 | 0.8% |
| KO US Equity(KO) | COM | 191216100 | $2.3K | 41,879 | 0.5% |